Converting a Lead to an Event

To Convert a Lead to an Event:

  1. Click on "Leads" in the main navigation bar.
  2. Find the appropriate Lead and click on the "Open" link for that Lead.
  3. Click on the green "Book Event" button at the top of the Lead Dashboard. A new Event will be opened in the "Events" area and all the information from the Lead will be ported into the new Event.
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